EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.36M
3
+$2.56M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.56M
5
AKAM icon
Akamai
AKAM
+$874K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$923K
4
DE icon
Deere & Co
DE
+$605K
5
CAT icon
Caterpillar
CAT
+$584K

Sector Composition

1 Healthcare 15.82%
2 Technology 14.19%
3 Energy 13.61%
4 Financials 9.75%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$30K 0.01%
433
-100
302
$30K 0.01%
25
303
$30K 0.01%
417
304
$29K 0.01%
534
305
$29K 0.01%
280
-15
306
$28K 0.01%
613
307
$26K ﹤0.01%
1,000
308
$26K ﹤0.01%
350
-300
309
$26K ﹤0.01%
221
-75
310
$25K ﹤0.01%
226
311
$25K ﹤0.01%
72
312
$25K ﹤0.01%
190
-25
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248
-57
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$24K ﹤0.01%
500
315
$24K ﹤0.01%
600
316
$23K ﹤0.01%
201
317
$23K ﹤0.01%
+2,500
318
$23K ﹤0.01%
192
319
$23K ﹤0.01%
500
320
$23K ﹤0.01%
1,000
321
$22K ﹤0.01%
481
-19
322
$22K ﹤0.01%
325
-100
323
$22K ﹤0.01%
560
324
$22K ﹤0.01%
458
+258
325
$22K ﹤0.01%
600
-66
11 12
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14 15